Options for making your gift

You can make gifts to Poly with many kinds of assets and in a variety of forms. Options include cash, checks, credit card payments, gifts of marketable securities, and other assets. Please feel free to contact Director of Advancement Colin Allen at 626-396-6331.

Gifts of cash, check or credit card

A majority of the gifts made to Poly come in the form of cash, via check, credit card, or wire transfer.

To give by mail, download our gift form and send it with your contribution. Checks should be made payable to “Polytechnic School” and sent to:

For payments by Visa, Mastercard, or American Express, please visit give online or call Linda Babcock, advancement associate, at 626-396-6332.

To make a donation via cash wire transfer, please call 626-396-6333.

Gifts of securities

Making a gift of appreciated stock to Polytechnic School may offer two-fold tax savings by circumventing the tax due on the capital gain and providing an income tax deduction for the full market value of the stock at the time of the gift.

Instructions for transferring stock vary depending on whether the stock is being physically delivered to the school in the form of actual certificates or being sent electronically through DTC for shares that are currently held at a bank, brokerage house, etc.

Securities held by your bank or broker:Please notify your bank or broker that you are making a gift of securities to Poly and provide them with our wiring instructions. Your bank or broker will need to contact Linda Babcock, administrative associate to the Advancement Office, at 626-396-6332 with details of the gift as this information does not transmit through the DTC wiring system.

Securities held by you:Please send un-endorsed certificates by mail, along with a letter providing your name, address, and the purpose of your gift to:

In a separate envelope, please mail to the same address a stock power for each certificate, along with a copy of your letter. Do not complete any information on the stock power other than your signature and the date. If the certificate represents a greater number of shares than you intend to give to Poly, please enclose a note requesting the return of a new stock certificate with the non-gift balance.

Your bank or broker can supply you with blank stock powers, or Poly’s Advancement Office will be happy to send them to you. For most expedient handling, do not fill in Poly’s name as transferee on either the stock certificate of the stock power, and please do not send stock certificates to a transfer agent for transfer into Poly’s name.

Mutual fund shares

Please contact Linda Babcock at 626-396-6332 with information about your mutual fund shares. The procedure for transferring shares is established by the mutual fund company and the Poly Advancement Office will be able to assist you.

Gifts of other assets

Gifts to Polytechnic School can come in the form of other assets as well. For example, you may wish to consider gifts of closely held stock, tangible personal property if its use is related to Poly’s educational purpose, or real estate. Visit Financial and Estate Planning for further information.